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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,720 | $104,098+69.8% | $140,514+25.8% | $94,015+88.0% |
| Participation rate | 73.5% | 73.7%-0.2pp | 77.8%-4.3pp | 70.8%+2.7pp |
| Annual return | 12.64% | 15.14%-2.5pp | 14.36%-1.7pp | 17.84%-5.2pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,352 | $4,033+32.7% | $4,919+8.8% | $4,249+25.9% |
| Admin fee / account holder | $7,289 | $10,439-30.2% | $13,697-46.8% | $8,951-18.6% |